Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,170 | $102,429+11.5% | $147,096-22.4% | $80,925+41.1% |
| Participation rate | 47.6% | 75.9%-28.2pp | 82.2%-34.6pp | 67.7%-20.0pp |
| Annual return | 21.99% | 135.02%-113.0pp | 419.75%-397.8pp | 35.65%-13.7pp |
| Employer contribution / active EE | $1,239 | $3,716-66.7% | $4,936-74.9% | $2,756-55.1% |
| Participant deferral / active EE | $1,742 | $6,649-73.8% | $8,071-78.4% | $4,299-59.5% |
| Admin fee / account holder | $3,317 | $7,957-58.3% | $13,005-74.5% | $6,940-52.2% |